Anic Equity¶
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Total return since start: 0.611 %¶
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Equity now: -----------------------------> 49217.8 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45156.26 Kr¶
PnL: ---------------------------------------> 100.26 Kr¶
DD now: ---------------------------------> -7.347 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 13:59:37.970994'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.150000 | 1665.180000 | 196.180000 | 13.350000 | 1468.999998 |
| Orrön Energy | 180 | -1.510000 | 2169.000000 | 126.000000 | 6.170000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.100000 | 994.000000 | 59.000000 | 6.310000 | 935.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 0.520000 | 1022.000000 | 42.000000 | 4.290000 | 980.000000 |
| Catena | 2 | -1.190000 | 828.800000 | 36.800000 | 4.650000 | 792.000000 |
| Sagax B | 4 | -0.710000 | 890.800000 | 36.800000 | 4.310000 | 854.000000 |
| Hexatronic Group | 12 | 0.100000 | 1002.720000 | 35.720000 | 3.690000 | 966.999996 |
| JM | 6 | -0.930000 | 894.000000 | 30.000000 | 3.470000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.060000 | 988.800000 | 27.800000 | 2.890000 | 960.999996 |
| Sedana Medical | 93 | -4.330000 | 2546.340000 | 25.340000 | 1.010000 | 2521.000011 |
| OX2 | 13 | 2.040000 | 974.350000 | 24.350000 | 2.560000 | 949.999999 |
| Bilia A | 8 | -0.170000 | 914.400000 | 14.400000 | 1.600000 | 900.000000 |
| VEF | 909 | -2.380000 | 1863.450000 | 13.450000 | 0.730000 | 1850.000436 |
| Biotage | 7 | -0.440000 | 953.400000 | 12.400000 | 1.320000 | 940.999997 |
| HEXPOL B | 9 | 0.000000 | 1027.800000 | 6.800000 | 0.670000 | 1020.999996 |
| BioGaia B | 8 | -1.850000 | 932.800000 | 2.800000 | 0.300000 | 930.000000 |
| AcadeMedia | 8 | -1.480000 | 400.400000 | -1.600000 | -0.400000 | 402.000000 |
| Gränges | 9 | -1.720000 | 926.100000 | -1.900000 | -0.200000 | 927.999999 |
| Clas Ohlson B | 12 | -1.340000 | 970.800000 | -2.200000 | -0.230000 | 972.999996 |
| Byggmax Group | 33 | -2.170000 | 952.380000 | -3.620000 | -0.380000 | 956.000001 |
| ASSA ABLOY B | 3 | -1.150000 | 770.700000 | -8.300000 | -1.070000 | 779.000001 |
| EQT | 4 | -1.670000 | 822.400000 | -9.600000 | -1.150000 | 832.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Alimak Group | 11 | -1.320000 | 906.400000 | -21.600000 | -2.330000 | 927.999996 |
| Addnode Group B | 11 | -0.490000 | 897.600000 | -23.400000 | -2.540000 | 921.000003 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| SKF B | 5 | -0.650000 | 912.250000 | -27.750000 | -2.950000 | 940.000000 |
| Indutrade | 5 | -1.050000 | 1177.500000 | -40.500000 | -3.330000 | 1218.000000 |
| INVISIO | 16 | 0.660000 | 3640.000000 | -49.000000 | -1.330000 | 3689.000000 |
| Latour B | 4 | -1.320000 | 805.200000 | -51.800000 | -6.040000 | 857.000000 |
| Bufab | 3 | -0.860000 | 1041.600000 | -67.400000 | -6.080000 | 1109.000001 |
| Vitec Software Group B | 2 | -3.780000 | 1019.000000 | -68.000000 | -6.260000 | 1087.000000 |
| Hexagon B | 26 | -2.120000 | 3360.500000 | -100.500000 | -2.900000 | 3461.000010 |
| BHG Group | 97 | -1.690000 | 1358.000000 | -101.000000 | -6.920000 | 1458.999989 |
| TOTAL | 45164.070000 | 108.070000 | -7.33192% | 45056.000411 |
Updated:¶
'2023-07-05 13:57:43.521357'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
